Wealth Manager

1 month ago


CapeTown, South Africa The Recruitment Council Full time

The main purpose of the Wealth Manger is to tell our story to as many ideal clients, to ensure increase in AUM as per targets, to cross sell the services of the business, to service clients according to SLAs and to work together to increase the business AUM as per company strategy. This is done by regular update in industry knowledge, working with the team of WMs and coordinating administration of client book with the WMA.


Experience required

Proven and relevant experience of giving advice and holistic financial planning to high net worth clients


Educational required

Relevant degree from a reputable institution.
Professional registration (if applicable) CFP

Computer Literacy MS Word, Excel &; PowerPoint, XPlan or other industry related packages

Personal profile and competencies

Tenacity, sales ability, Interpersonal skills, Initiative, organisational ability, professional presentation skills, flexibility, commitment, attention to detail, accuracy, people management, empathy, emotional intelligence

Summary of Key Result Areas

New Business, Servicing and client satisfaction, Xplan and fintech, Teamwork, Compliance and contribution to company culture.


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